Manage Users (Group Members)

How to add (invite) users to your HapYak group. How to remove (delete) users.

Written by Patrick Farley Updated over a week ago

You can invite colleagues and collaborators to your HapYak group. These users are called Group Members as they will have access to all the same projects and reports that you do in your Group.

There are three roles for Group Members:Admin - Access to all functionality, including configuring styles and add-ons for projects, viewing reports, creating sub-groups, and inviting new users. Editor - Can create, edit, and share projects. Can view reports.Reporter - Can only view reports.

Overview

Add Group Members

You can add Group Members to your group by going to Group Admin Settings and clicking "Manage Members"

Enter the email address of the person you'd like to add. Select the role (Admin, Editor, Reporter). Then click Invite.

An email will automatically be sent inviting them to the group. The recipient should click on the link and then follow the on-screen instructions to complete the process.

Remove Group Members

To remove a group member, click the Trashcan icon to the right of the Group Member you would like to remove.

Switch Group Member Role

As an admin, If you need to change a Group Member's role, simply email support@hapyak.com and we will update your user permissions.